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Senior Case Manager

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Jonathan Proctor

Role: Business Development Manager

Jonathan oversees the day-to-day operation of our Claims Advisers, ensuring that their roles and responsibilities are clearly defined and standards are met when it comes to delivering service to our prospective claims clients.

Responsible for both the initial and ongoing training for Claims Advisers, Jonathan lends his extensive experience of the pensions industry and customer service to every member of the team, while liaising with our quality control staff to identify further training requirements.

Qualifications Attained:

– CEMAP 1, 2 and 3 – CII

RO1 (Financial Services, Regulation & Ethics) – CII

– RO4 (Pensions and Retirement Planning) – CII

RO5 (Financial Protection) – CII

Ongoing Qualifications

RO3 (Personal Taxation) – CII

Greatest Achievement at Spencer Churchill Claims Advice:

Leading the fight against poor financial advice and fighting for justice for our clients.

Greatest Personal Achievement:

My family is my greatest personal achievement. My long suffering wife Candida, moody teenage daughter Georgia, Archie the 2-year old red fox Labrador and Chester the 15-year old cat.